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301502 valuation analysis and new subscription suggestions of Huayang Intelligence

301502 valuation analysis and new subscription suggestions of Huayang Intelligence

Description of the forecast table: the price of the new stock forecast table mainly refers to the possible operating range of the new stock when it is just listed, which is low, medium and high risk is only based on the company's fundamentals before listing and the initial prediction made by the sentiment of the new stock at this stage. On the whole, most of the new listings will fall sharply or even halve after a few days.

1. A quick overview of the company's basic situation

Total share capital: 57.08 million shares Total issuance: 14.27 million shares

Issue price: 28.01 yuan Total amount raised: 400 million

Issue P/E Ratio: 25.58 times Industry P/E Ratio: 16.96 times

Industry: Electrical machinery and equipment manufacturing

Region: Jiangsu

2023 interim net profit increased by 6.29% year-on-year

Net profit for the third quarter of 2023 increased by 0.92% year-on-year

2. Company observations

1. Industry status

301502 valuation analysis and new subscription suggestions of Huayang Intelligence

2. Main business income

301502 valuation analysis and new subscription suggestions of Huayang Intelligence

3. Financial data of the past three years

As can be seen from the table below, the company's revenue and profit showed a growth trend during the reporting period, with the growth mainly in 2021 and the profit still declining in 22

301502 valuation analysis and new subscription suggestions of Huayang Intelligence

In the 2023 interim report, earnings per share will be 0.79 yuan, net assets per share will be 10.36 yuan, and net profit will increase by 6.29% year-on-year

In the third quarter of 2023, earnings per share were 1.12 yuan, net assets per share were 10.70 yuan, and net profit increased by 0.92% year-on-year

4. Benchmarking in the same industry

301502 valuation analysis and new subscription suggestions of Huayang Intelligence

5. Use of Fundraising

301502 valuation analysis and new subscription suggestions of Huayang Intelligence

6. Forecast of operating results from January to December 2023

It is estimated that the company will achieve operating income between 460 million yuan and 500 million yuan from January to December 2023, an increase of about -0.74% to 7.89% over the same period last year. The net profit attributable to the owners of the parent company is expected to be between 61 million yuan and 66 million yuan, a change of about -3.93% to 3.94% compared with the same period last year, and the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses is expected to be between 59 million yuan and 64 million yuan, an increase of about -5.62% to 2.38% over the same period last year.

7. Lead underwriter: Soochow Securities + China Securities Construction Investment

8. Themes and Concepts: (1) Electrical Machinery (2) Household Appliances (3) Medical

9. The issue price is 28.01 yuan, the circulating market value is 400 million, and the issue price-earnings ratio: 25.58 times

3. Valuation and IPO subscription proposals

The company's main business is the research and development, production and sales of micro and special motors and application products. The main products include micro motors, motion components, air conditioning pumps. Micro motor is mainly used in air conditioning, the motor controls the movement of the air conditioning wind deflector, so as to control the wind direction, to achieve three-dimensional air supply, can also be used in the field of bathroom, security and other fields, at the same time, the company continues to expand the application scenarios of precision micro motor such as smart medical care and smart home. The company is the main supplier of micro motors and components of Midea, Gree, Haier, Hisense, Oaks and other well-known home appliance groups, micro motors and their components, mainly used in the field of home appliances, super mini small plate, can be purchased without brains, visual inspection of a meat pick, give positive purchase suggestions.

Subscription level description: The new share subscription proposal is divided into four types: active subscription, subscription, cautious subscription, and abandonment of subscription.

All new shares listed in 2023 have been given suggestions for new subscriptions, with an accuracy rate of 93% for the whole year

The data of the article mainly refers to the prospectus, and part of the content comes from the Internet.

Important Statement: I do not recommend stocks, the content of the article belongs to the sharing of personal operation experience, all views do not constitute any stock trading basis!

301502 valuation analysis and new subscription suggestions of Huayang Intelligence